Strategic Insights Financial Planning Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Walter Paul Reep

Walter Paul Reep

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Walter Paul Reep's website
Michael Mark Eisenmenger

Michael Mark Eisenmenger

Private Wealth Advisor

Franchise Owner
Visit Michael Mark Eisenmenger's website
Jim Bailey

Jim Bailey

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jim Bailey's website
Jim Tabak

Jim Tabak

Financial Advisor

Business Financial Advisor
Visit Jim Tabak's website
Laura Parker

Laura Parker

Financial Advisor

Managing Partner
Visit Laura Parker's website
Brianna Kuehmstedt

Brianna Kuehmstedt

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brianna Kuehmstedt's website
Chris Taylor

Chris Taylor

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Chris Taylor's website
Ros Respecia

Ros Respecia

Financial Advisor

Visit Ros Respecia's website
Scott A Miller

Scott A Miller

Financial Advisor

Certified Long Term Care®
Visit Scott A Miller's website

Team

Belinda Vargas

Belinda Vargas

Client Service Specialist

Kimberly Rivera Griffin

Kimberly Rivera Griffin

Practice Manager

Qualifications

  • • B.S., Business Administration/Management, Roosevelt University, Chicago, IL
  • • M.S. in Accounting, Texas A&M - Commerce campus
  • • Kimberly began working for Michael in early 2011.

Roles & Responsibilities

  • • Her duties include scheduling meetings, data entry, client file maintenance, website maintenance, client correspondence, client marketing events and meeting preparation.
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Kimberlee Blackburn

Kimberlee Blackburn

Paraplanner

Natalie Compton

Natalie Compton

Paraplanner

Qualifications

  • • B.A., Psychology, Emory University, Atlanta, GA
  • • Securities Registrations: Series 7, Series 66(TX)
  • • Insurance License: General Lines Agent for Life, Accident, Health, & HMO
  • • Natalie began working for Michael in early 2007. She is a licensed paraplanner.

Roles & Responsibilities

  • • Her duties include financial plan data input, assisting Michael in analyzing and preparing financial plans, and trading securities and investments in clients' accounts.
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Sheila Graham

Sheila Graham

Client Service Manager

Kristin Wolff

Kristin Wolff

Client Service Specialist

Paulette Burford

Paulette Burford

Client Service Manager

Sabrina Morris

Sabrina Morris

Client Concierge,

Marketing Specialist